How can I configure Field Service Management to ma...
# ask-stanley-ai
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How can I configure Field Service Management to maintain a 1 case, 1 project relationship unless the case is Preventive Maintenance?
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AI generated answer (using internal Slack threads):
To maintain a 1 case, 1 project relationship in Field Service Management, you would need to configure your system to create a new project for each case that is not classified as Preventive Maintenance. This can be achieved by setting up a workflow or script that triggers upon the creation of a new case. Here's a high-level overview of how you might set this up: 1. Create a workflow or script that triggers when a new case is created. 2. In the workflow or script, check the type of the case. If the case is classified as Preventive Maintenance, then the workflow or script should not take any action. 3. If the case is not classified as Preventive Maintenance, then the workflow or script should create a new project and associate it with the case. Please note that this is a high-level overview and the actual implementation may vary based on your specific business requirements and NetSuite configuration. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802124143
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.800415158
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.7971192
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